Comparable stake leader
Juvenescence Ltd
SEC ownership of Serina Therapeutics, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001708599.
Disclosed value leader
Juvenescence Ltd
Comparable rows
2/50
Latest evidence
22 Jul 2026
- Public ticker
- SER on NYSE
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Juvenescence Ltd
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
2 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Juvenescence Ltd
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
22 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001708599
- Issuer location
- Huntsville, AL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Serina Therapeutics, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Juvenescence Ltd
Disclosed value leader
Juvenescence Ltd
Comparable rows
2/50
Latest evidence
22 Jul 2026
3/4/5
13D/G
13F
Lead comparable stake: 27%
48 rows are not safely comparable across share classes.
13D/G row: Juvenescence Ltd
Showing 1-8 of 50 holder rows.
Quick read
Juvenescence Ltd leads the comparable SEC ownership view at 27%.
2 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Juvenescence Ltd's linked filing trail.
Comparable ownership
Top 2
Juvenescence Ltd
27%
Sio Capital Management, LLC
6.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Juvenescence Ltd |
3/4/5
13D/G
10%+ Owner · Juvenescence Limited
|
27%
Reported 13D/G
· 20 Mar 2026
|
$60,343,760
6,790,104 shares
mixed-class rows
|
— | 06 Jun 2024 |
| Sio Capital Management, LLC |
13D/G
13F
Company
|
6.7%
Reported 13D/G
· 31 Mar 2026
|
$1,970,000
1,000,000 shares
|
$0 | 31 Mar 2026 |
| Juvenescence US Corp. |
3/4/5
Director, 10%+ Owner
|
—
denominator unverified
|
$9,704,025
16,447,500 shares
|
— | 14 Mar 2023 |
| Gregory H. Bailey |
3/4/5
Director
|
—
mixed-class rows
|
$20,564,900
11,912,965 shares
mixed-class rows
|
— | 17 Jun 2026 |
| Jay Venkatesan |
3/4/5
Director
|
—
mixed-class rows
|
$950,555
247,544 shares
mixed-class rows
|
+$1,048 | 22 May 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$314,664
162,198 shares
|
— | 30 Jun 2026 |
| Steven Mintz |
3/4/5
Director
|
—
mixed-class rows
|
$247,311
80,042 shares
mixed-class rows
|
— | 12 Sep 2024 |
| Waverly Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$130,934
67,492 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$368,731.
Buys
$77,930
Insiders: 4
Sells
$446,661
Insiders: 1
Net
-$368,731
Shares: -99,128
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 43,872
Shares: 143,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 43,872 | 0 | $77,930 | $0 | +$77,930 |
| 6-9 | 0 | 61,000 | $0 | $166,308 | -$166,308 |
| 9-12 | 0 | 82,000 | $0 | $280,352 | -$280,352 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 26 reporting-owner rows connected to Serina Therapeutics, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
26
Largest Forms 3/4/5 holder
Juvenescence Ltd
Net 12M change
-$368,731
Latest report
22 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Juvenescence Ltd | 10%+ Owner | $60,343,760 | Mixed | 06 Jun 2024 | ||
| Gregory H. Bailey | Director | $20,564,900 | Mixed | 17 Jun 2026 | ||
| Juvenescence US Corp. | Director, 10%+ Owner | $9,704,025 | Mixed | 14 Mar 2023 | ||
| Jay Venkatesan | Director | $950,555 | +$1,048 | +0.11% | Mixed | 22 May 2026 |
| Steven Mintz | Director | $247,311 | Mixed | 12 Sep 2024 | ||
| Karen J. Wilson | Director | $58,394 | +$54,750 | +1502% | Mixed | 17 Jun 2026 |
| Tacey Viegas | COO and Secretary | $34,580 | Mixed | 26 Mar 2024 | ||
| Michael D. West | Chief Executive Officer | $24,769 | Mixed | 11 Mar 2023 | ||
| Richard Peter Marshall | Director | $20,101 | +$20,102 | +100% | Filing P/S | 17 Jun 2026 |
| Steven A. Ledger | Chief Executive Officer, Director | $19,594 | Mixed | 26 May 2026 | ||
| Stephen K. Brannan | Director | $2,029 | +$2,030 | +100% | Filing P/S | 07 Jul 2026 |
| Randall Moreadith | Chief Scientific Officer | $0 | -$446,661 | -100% | Mixed | 21 May 2026 |
| Hal Sternberg | Vice President-Research | Mixed | 04 Jun 2021 | |||
| J. Milton Harris | Director | Mixed | 01 Apr 2024 | |||
| Judith Segall | Director of Admin & Secretary | Mixed | 04 Jun 2021 | |||
| Annalisa Jenkins | Director | Mixed | 21 Jun 2021 | |||
| Remy Gross | Director | Mixed | 01 Apr 2024 | |||
| Michael H. May | Director | Mixed | 21 Jun 2021 | |||
| Joanne M. Hackett | Director | Mixed | 02 Feb 2022 | |||
| Andrea E. Park | Chief Financial Officer | Mixed | 04 Jun 2021 |
Recent insider transactions for Serina Therapeutics, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Farrell Simon | SER | Stock Option (right to buy) | Award | 30,500 | 30,500 | 22 Jul 2026 | Direct | |||
| Stephen K. Brannan | SER | Common Stock | Purchase | $2,030 | $2.03 | 1,000 | 1,000 | 07 Jul 2026 | Direct | |
| Jay Venkatesan | SER | Common Stock | Conversion of derivative security | 2967.7% | 224,152 | 231,705 | 17 Jun 2026 | The Jay Venkatesan Legacy Trust | ||
| Jay Venkatesan | SER | Series A Convertible Preferred Stock | Conversion of derivative security | -100% | -96,525 | 0 | 17 Jun 2026 | The Jay Venkatesan Legacy Trust | ||
| Jay Venkatesan | SER | Stock Option (right to buy) | Award | 15,250 | 15,250 | 17 Jun 2026 | Direct | |||
| Gregory Bailey | SER | Common Stock | Conversion of derivative security | 6648.4% | 8,437,472 | 8,564,382 | 17 Jun 2026 | Direct | ||
| Gregory Bailey | SER | Series A Convertible Preferred Stock | Conversion of derivative security | -100% | -762,548 | 0 | 17 Jun 2026 | Direct | ||
| Gregory Bailey | SER | Redeemable Warrants | Award | 3,333,333 | 3,333,333 | 17 Jun 2026 | Direct | |||
| Gregory Bailey | SER | Stock Option (right to buy) | Award | 15,250 | 15,250 | 17 Jun 2026 | Direct | |||
| Stephen K. Brannan | SER | Stock Option (right to buy) | Award | 15,250 | 15,250 | 17 Jun 2026 | Direct | |||
| Karen J. Wilson | SER | Stock Option (right to buy) | Award | 15,250 | 15,250 | 17 Jun 2026 | Direct | |||
| Richard Peter Marshall | SER | Stock Option (right to buy) | Award | 15,250 | 15,250 | 17 Jun 2026 | Direct | |||
| Karen J. Wilson | SER | Common Stock | Purchase | 98% | $8,850 | $1.77 | 5,000 | 10,100 | 12 Jun 2026 | Direct |
| Karen J. Wilson | SER | Common Stock | Purchase | $8,900 | $1.74 | 5,100 | 5,100 | 11 Jun 2026 | Direct | |
| Steven A. Ledger | SER | Common Stock | Award | 10,100 | 10,100 | 26 May 2026 | Direct | |||
| Jay Venkatesan | SER | Common Stock | Purchase | $1,048 | $1.78 | 589 | 589 | 22 May 2026 | Direct | |
| Karen J. Wilson | SER | Common Stock | Purchase | 100% | $19,300 | $1.93 | 10,000 | 20,000 | 22 May 2026 | Direct |
| Srini Tenjarla | SER | Stock Option (right to buy) | Award | 85,558 | 85,558 | 21 May 2026 | Direct | |||
| Steven A. Ledger | SER | Stock Option (right to buy) | Award | 380,825 | 380,825 | 21 May 2026 | Direct | |||
| Gregory S. Curhan | SER | Stock Option (right to buy) | Award | 123,019 | 123,019 | 21 May 2026 | Direct | |||
| Randall Moreadith | SER | Stock Option (right to buy) | Award | 85,558 | 85,558 | 21 May 2026 | Direct | |||
| Karen J. Wilson | SER | Common Stock | Purchase | $17,700 | $1.77 | 10,000 | 10,000 | 21 May 2026 | Direct | |
| Marshall Richard Peter | SER | Common Stock | Purchase | $20,102 | $1.65 | 12,183 | 12,183 | 19 May 2026 | Direct | |
| Gregory Bailey | SER | Common Stock | Award | 88.7% | 59,667 | 126,910 | 31 Mar 2026 | Direct | ||
| Jay R. Venkatesan | SER | Common Stock | Award | 7,553 | 7,553 | 31 Mar 2026 | Direct | |||
| Randall Moreadith | SER | Common Stock | Sale | -100% | $18,568 | $2.86 | -6,500 | 0 | 23 Mar 2026 | Direct |
| Randall Moreadith | SER | Common Stock | Options Exercise | 6,500 | 6,500 | 23 Mar 2026 | Direct | |||
| Randall Moreadith | SER | Stock Option (right to buy) | Options Exercise | -2.37% | -6,500 | 267,686 | 23 Mar 2026 | Direct | ||
| Randall Moreadith | SER | Common Stock | Sale | -100% | $97,500 | $2.50 | -39,000 | 0 | 19 Mar 2026 | Direct |
| Randall Moreadith | SER | Common Stock | Options Exercise | 39,000 | 39,000 | 19 Mar 2026 | Direct | |||
| Randall Moreadith | SER | Stock Option (right to buy) | Options Exercise | -12.4% | -39,000 | 274,186 | 19 Mar 2026 | Direct | ||
| Randall Moreadith | SER | Stock Option (right to buy) | Award | 69,000 | 69,000 | 03 Feb 2026 | Direct | |||
| Srini Tenjarla | SER | Stock Option (right to buy) | Award | 69,000 | 69,000 | 03 Feb 2026 | Direct | |||
| Simba Gill | SER | Stock Option (right to buy) | Award | 92,000 | 92,000 | 03 Feb 2026 | Direct | |||
| Steven A. Ledger | SER | Stock Option (right to buy) | Award | 230,100 | 230,100 | 03 Feb 2026 | Direct | |||
| Randall Moreadith | SER | Common Stock | Sale | -100% | $19,680 | $3.03 | -6,500 | 0 | 02 Feb 2026 | Direct |
| Randall Moreadith | SER | Common Stock | Options Exercise | 6,500 | 6,500 | 02 Feb 2026 | Direct | |||
| Randall Moreadith | SER | Stock Option (right to buy) | Options Exercise | -2.03% | -6,500 | 313,186 | 02 Feb 2026 | Direct | ||
| Randall Moreadith | SER | Common Stock | Sale | -100% | $23,186 | $3.57 | -6,500 | 0 | 28 Jan 2026 | Direct |
| Randall Moreadith | SER | Common Stock | Options Exercise | 6,500 | 6,500 | 28 Jan 2026 | Direct | |||
| Randall Moreadith | SER | Stock Option (right to buy) | Options Exercise | -1.99% | -6,500 | 319,686 | 28 Jan 2026 | Direct | ||
| Randall Moreadith | SER | Common Stock | Sale | -100% | $7,375 | $2.95 | -2,500 | 0 | 22 Jan 2026 | Direct |
| Randall Moreadith | SER | Common Stock | Options Exercise | 2,500 | 2,500 | 22 Jan 2026 | Direct | |||
| Randall Moreadith | SER | Stock Option (right to buy) | Options Exercise | -0.76% | -2,500 | 326,186 | 22 Jan 2026 | Direct | ||
| Randall Moreadith | SER | Common Stock | Sale | -100% | $6,000 | $3.00 | -2,000 | 0 | 21 Jan 2026 | Direct |
| Randall Moreadith | SER | Common Stock | Options Exercise | 2,000 | 2,000 | 21 Jan 2026 | Direct | |||
| Randall Moreadith | SER | Stock Option (right to buy) | Options Exercise | -0.6% | -2,000 | 328,686 | 21 Jan 2026 | Direct | ||
| Randall Moreadith | SER | Common Stock | Sale | -100% | $6,140 | $3.07 | -2,000 | 0 | 20 Jan 2026 | Direct |
| Randall Moreadith | SER | Common Stock | Options Exercise | 2,000 | 2,000 | 20 Jan 2026 | Direct | |||
| Randall Moreadith | SER | Stock Option (right to buy) | Options Exercise | -0.6% | -2,000 | 330,686 | 20 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.